CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
CloudFiles for every industry
From finance to real estate, healthcare to technology, CloudFiles empowers industries to manage, share, and automate documents effortlessly within Salesforce & HubSpot. Whether you need secure storage, streamlined approvals, document automation, or AI-powered processing, CloudFiles is your all-in-one solution.
Loved and trusted across industries
Tailored solutions for your CRM
For Salesforce
Automate industry-specific workflows — from loan processing in banking to KYC verification in finance, HIPAA compliance in healthcare, and real estate contract management, all within Salesforce.
For HubSpot
Streamline sales, marketing, and service workflows with automated proposals, contract tracking, and secure document sharing — all within HubSpot.
Why CloudFiles
Why CloudFiles for your industry?
Industry-tailored solutions to generate, manage, share, and automate documents — for banking, real estate, healthcare, and beyond.
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate docs 50% faster
Save 50% time on quote and proposal generation with customisable, on-brand templates.
Make your docs useful with AI
Reduce manual data entry by 80% & process your docs 4× faster using AI.
4.9 stars on AppExchange
Used by sales, service & marketing professionals from all over the world.
24/7 support. Easy onboarding
Support is instant when needed & calming when things look dire.
Compliance you can count on
Commitment to data privacy and security embedded in every part of our business & code.
Security & compliance
Stay industry compliant
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Explore by industry
One solution for every industry, built for your CRM
From startups to enterprises, our document solutions streamline workflows, save time, and drive growth.
Financial Services
Automate KYC and loan document collection. Share files securely. Track client engagement directly from the CRM. Purpose-built for financial-services compliance.
Healthcare & Life Sciences
Manage patient data, automate claims, maintain HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Technology & IT
Manage documentation, automate spec and contract workflows, track engagement — all within the CRM your team already uses.
Real Estate & Construction
Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
Public Sector
Automate regulatory filings, manage sensitive data, and generate incident reports in seconds — built to meet federal and defense compliance standards.
Manufacturing
Automate the creation of BOM folders, share spec sheets and CAD files securely, and track vendor compliance — all from your CRM.
Explore all industries
Agriculture & MiningAutomotiveCommunicationsConsumer GoodsEducationEnergyReal EstateFinancial ServicesGovernmentHealthcareHigh TechHorizontal ProductManufacturingMediaNonprofitProfessional ServicesPublic SectorRetailTravel & Hospitality
CloudFiles is a game-changer for every industry
But don’t just take it from us.
CloudFiles’ SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriad
Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration.
Alexander BrownbridgeLendInvest
Great app that saves storage! CloudFiles seamlessly moves files to SharePoint and automates workflows—support was hands-on and made setup easy.
Eric PraudActiv8 Solar Energies
Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management.
Jeroen NaafsNational Taiwan University
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAviva
Using CloudFiles’ SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest Alliance
Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management
Lorie JoneFidelis Wealth Advisors
CloudFiles’ SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.
One click away from smarter docs
Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.